Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,497 | $98,766-58.0% | $149,730-72.3% | $79,852-48.0% |
| Participation rate | 98.8% | 75.8%+23.0pp | 82.5%+16.3pp | 69.6%+29.1pp |
| Annual return | 16.26% | 27.43%-11.2pp | 276.70%-260.4pp | 31.72%-15.5pp |
| Employer contribution / active EE | $2,820 | $3,217-12.4% | $4,645-39.3% | $2,471+14.1% |
| Participant deferral / active EE | $5,569 | $5,681-2.0% | $6,843-18.6% | $3,740+48.9% |
| Admin fee / account holder | $2,518 | $6,052-58.4% | $9,310-73.0% | $5,306-52.5% |